Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call reflects positive sentiment due to strategic financing through a DOE loan, strong long-term strategy with secured offtake agreements, and expected significant revenue growth. Financial metrics show improved revenue and cost management, despite some operational risks and market dynamics challenges. The 10% production tax credit further supports the positive outlook. The absence of negative sentiment in the Q&A section reinforces the positive rating. The stock is likely to react positively in the short term, with potential gains between 2% to 8%.
The earnings call highlights increased production and sales, but financial health is strained with rising costs and significant adjusted EBITDA losses. The Q&A reveals uncertainty in strategic execution and timelines, along with unclear management responses. While revenue increased, the financial guidance is weak, and concerns about liquidity persist. These factors suggest a negative sentiment, likely leading to a stock price decline.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.